Financial Solutions Advisor

Tech Sales Jobs; Los Angeles (CA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Benefits eligible

Incentives plan

Job summary

Bank of America, located in Los Angeles, seeks a Business Solutions Advisor to deliver personalized financial guidance and hybrid client solutions at the La Brea Rosewood Financial Center. The role focuses on acquiring new clients and deepening existing relationships through tailored borrowing and banking offerings to help clients meet long-term goals.

The successful candidate will balance sales performance with risk and client care, leveraging expertise to serve diverse client life plans.

Qualifications

• Has demonstrated experience and proven success with business-to-business sales and/or small business banking.
• Strong communication skills with the ability to effectively influence clients.
• Effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
• Proven sales track record.
• Ability to build productive partnerships and working relationships.
• Experience with outbound phone sales.

Responsibilities

• Recommends financial advice and guidance that align with client financial goals and needs.
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank.
• Analyzes client financial needs and applies knowledge of borrowing and banking to recommend services.
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs.
• Partners with leaders to provide specialized guidance and coaching to associates during meetings.

Skills

Client Management

Client Solutions Advisory

Customer and Client Focus

Referral Identification

Risk Management

Client Experience Branding

Credit Documentation Requirements

Credit and Risk Assessment

Pipeline Management

Referral Management

Attention to Detail

Collaboration

Issue Management

Prospecting

Relationship Building

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America, located in Los Angeles, seeks a Business Solutions Advisor to deliver personalized financial guidance and hybrid client solutions at the La Brea Rosewood Financial Center. The role focuses on acquiring new clients and deepening existing relationships through tailored borrowing and banking offerings to help clients meet long-term goals.

The successful candidate will balance sales performance with risk and client care, leveraging expertise to serve diverse client life plans.